Destination Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28M | Buy |
187,134
+2,961
| +2% | +$443K | 0.82% | 43 |
|
|
2025
Q1 | $25.7M | Sell |
184,173
-3,251
| -2% | -$454K | 0.81% | 42 |
|
|
2024
Q4 | $32.3M | Sell |
187,424
-12,631
| -6% | -$2.18M | 1.01% | 34 |
|
|
2024
Q3 | $30.6M | Sell |
200,055
-3,154
| -2% | -$483K | 0.95% | 33 |
|
|
2024
Q2 | $25.2M | Sell |
203,209
-3,674
| -2% | -$455K | 0.83% | 41 |
|
|
2024
Q1 | $27.2M | Sell |
206,883
-3,796
| -2% | -$499K | 0.9% | 40 |
|
|
2023
Q4 | $27.6M | Sell |
210,679
-1,836
| -0.9% | -$240K | 0.96% | 33 |
|
|
2023
Q3 | $22.8M | Sell |
212,515
-2,376
| -1% | -$255K | 0.89% | 35 |
|
|
2023
Q2 | $20M | Buy |
214,891
+1,370
| +0.6% | +$127K | 0.74% | 49 |
|
|
2023
Q1 | $18.8M | Buy |
213,521
+1,334
| +0.6% | +$117K | 0.71% | 51 |
|
|
2022
Q4 | $15.7M | Sell |
212,187
-1,752
| -0.8% | -$130K | 0.63% | 53 |
|
|
2022
Q3 | $17.9M | Sell |
213,939
-158
| -0.1% | -$13.2K | 0.75% | 44 |
|
|
2022
Q2 | $19.5M | Sell |
214,097
-4,408
| -2% | -$402K | 0.79% | 44 |
|
|
2022
Q1 | $27.7M | Sell |
218,505
-13,315
| -6% | -$1.69M | 1.03% | 30 |
|
|
2021
Q4 | $30M | Sell |
231,820
-13,106
| -5% | -$1.7M | 1.06% | 32 |
|
|
2021
Q3 | $28.5M | Sell |
244,926
-40,986
| -14% | -$4.77M | 1.11% | 28 |
|
|
2021
Q2 | $27.8M | Sell |
285,912
-33,395
| -10% | -$3.24M | 1.07% | 30 |
|
|
2021
Q1 | $23.8M | Sell |
319,307
-1,765
| -0.5% | -$132K | 0.98% | 33 |
|
|
2020
Q4 | $20.8M | Sell |
321,072
-535
| -0.2% | -$34.7K | 0.91% | 37 |
|
|
2020
Q3 | $16.8M | Sell |
321,607
-190
| -0.1% | -$9.92K | 0.85% | 41 |
|
|
2020
Q2 | $18.2M | Buy |
321,797
+2,870
| +0.9% | +$163K | 0.99% | 33 |
|
|
2020
Q1 | $14.5M | Sell |
318,927
-3,754
| -1% | -$171K | 0.89% | 38 |
|
|
2019
Q4 | $18.1M | Buy |
322,681
+224
| +0.1% | +$12.5K | 0.92% | 36 |
|
|
2019
Q3 | $15.7M | Buy |
+322,457
| New | +$15.7M | 0.85% | 39 |
|
|
2018
Q4 | – | Sell |
-1,775
| Closed | -$68K | – | 532 |
|
|
2018
Q3 | $68K | Buy |
+1,775
| New | +$68K | ﹤0.01% | 249 |
|